See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $432,742 | $106,515+306.3% | $96,683+347.6% | $139,434+210.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 14.46% | 38.43%-24.0pp | 35.69%-21.2pp | 372.94%-358.5pp |
| Employer contribution / active EE | $14,817 | $4,103+261.1% | $3,737+296.5% | $4,751+211.9% |
| Participant deferral / active EE | $20,967 | $5,454+284.4% | $4,878+329.8% | $6,710+212.5% |
| Admin fee / account holder | $2,840 | $7,877-63.9% | $6,730-57.8% | $11,403-75.1% |